Proposal Pursuit – Strategies for Success

Proposal Pursuit – Strategies for Success

Gold Seal: 1 Credit * BC Housing: 9 CPD Points

Live online events

Discount

3 days, 07:30 AM PDT - 11:30 AM PDT

Online

  • GS Credits: 1
  • BC Housing CPD Points: 9
  • Member Rate $649.00 excl. GST
  • $849.00 excl. GST

Description

Whether you are the: 

  • Project Owner or P3 Developer seeking qualified contractors or issuing a proposal request, 

  • Design Consultant creating, reviewing, or participating in the process for Design Build or Integrated Project Delivery, 

  • General Contractor responding to any project delivery method process, or the 

  • Subcontractor new to the "Invitation" activities, 

This workshop will share decades of expertise from the perspectives of the Project Owner, Consultant, and Contractor on each stage of the proposal process and discuss how to make sure each partner is successful in the pursuit.   Packed with tips and suggestions: you'll walk away with actionable knowledge you can put to work on the job immediately. 

A team of multi-discipline experts will provide you with exceptional feedback, great insight, and actionable strategies.  We look forward to sharing this expertise with you.  

In this workshop you will: 

  • Learn the key ingredients to prepare a successful Request for Qualification (RFQ) 

  • Understand the Project Owner’s mindset in soliciting a Request for Proposal (RFP) competition 

  • Identify “homework” to be done prior to responding to the RFQ/RFP 

  • Familiarize yourself with best practices when successfully responding to an RFP 

  • Develop a winning RFP strategy 

  • Recognize the same techniques for successful Subcontractor submissions 

  • Understand how to prepare for, manage and excel in the Interview 

  • Learn about Corporate Social Responsibility (CSR) and create ideas on how to demonstrate your CSR Strategy 

  • Apply learnings to an RFP case study and table your RFP mini proposal to an evaluation panel 

  • Enhance your presentation skills by participating in an RFP interview simulation 

The course curriculum is very extensive and requires a commitment by each participant to come prepared having read the written material circulated in advance of the course date. The pre-reading is essential to allow each participant to optimize his/her learning and to keep pace with the flow of the session in order for each individual to acquire a strong foundation of the subject matter. 

Important Note: This workshop requires full face-to-face interaction and participation from both the instructor and students. In order to attend, you must make sure you have the following: 

  1. Computer or laptop with webcam (webcams are mandatory): This workshop will involve 100% on-screen interaction with your instructor and classmates, reading/viewing on-screen content like slides or videos, and interacting via typing with questions or responses. For this reason, attendees are not permitted to attend via a tablet or cell phone. Webcams (no virtual backgrounds) must be on at all times. 

  1. Sharing a single registration between two or more individuals is not permitted. Please register each person that will be in attendance. 

  1. A quiet space with minimal distractions: Please plan to be fully engaged in the class, and clear your work schedule just as you would for attendance in an in-class program. 

  1. Attendance and participation in all three workshop sessions are mandatory for workshop completion. *Please note that if a student misses a class session, we are unable to transfer a registration or provide a partial refund of the registration fees. 

 

Delivery Method: Virtual Session – Zoom Meeting 

Course Fee Includes: Access to the course, course materials, and a digital certificate upon completion.  

Prerequisites

The course curriculum is very extensive and requires a commitment by each participant to come prepared having read the written material circulated in advance of the course date. The pre-reading is essential to allow each participant to optimize his/her learning and to keep pace with the flow of the session in order for each individual to acquire a strong foundation of the subject matter.

Technical Requirements

  1. Computer or laptop

    • This course will involve on-screen interaction with your instructor and classmates, reading/viewing on-screen content (slides or videos), and interacting via typing with questions or responses. For this reason, cellphones and tablets will not be adequate. 

    • Windows 10 or Mac iOS. 

  1. Webcam (Mandatory) – in order to engage and collaborate, participants will be expected to have their webcams on for the duration of the class

  2. Microphone (Mandatory)

  3. Internet connection- For best results, you will want to ensure you have an internet connection with an upload/download speed of 3-5 Mbps. You can test your internet speed here. The minimum recommended speed is 1.5 Mbps, but anything below 3 Mbps may result in loss of quality or buffering. Ideally hardwired connection versus wireless for stability - connect your computer directly to your router using an ethernet cable, rather than using your home wi-fi.

  4. A quiet space with minimal distractions –The microphone will be engaged for interactive sessions. Please plan to be fully engaged in the class and clear your work schedule just as you would for the in-class program.

  5. Comfortable chair

 

Who Should Attend

This workshop was designed by an interdisciplinary ICI team with the intention of fostering dialogue and understanding between stakeholders across the ICI sector. We recommend this workshop for: 

  • General Contractors and Subcontractors: 
    • Construction Company Owners/Managers 
    • Project Managers 
    • Superintendents 
    • Business Development Managers 
    • Commercial Project Managers 
  • Project Owners 
  • Third-party Project Managers (for the Project Owner) 
  • P3 Developers 
  • Architects and Engineers 

What Previous Participants Have Said

“This course was a great virtual instructor led with multiple expertise perspectives covered from the presenters. Very interactive with the class and great real life experience situations shared. High value for new and experienced participants.” 

“The course/session was extremely well thought out and executed. There was a good combination of lecture/presentation versus hands on learning and participant engagement.” 

“A must have for anyone responding to RFPs in the construction industry.” 

“Excellent insight from different perspectives owner/consultant/contractor.”